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Allen, Mooney & Barnes Investment Advisors
Allen, Mooney & Barnes Investment Advisors was established in 2001 as a US wealth manager and registered investment advisor. The firm supplies advisory...
Allen, Mooney & Barnes Investment Advisors
Allen, Mooney & Barnes Investment Advisors was established in 2001 as a US wealth manager and registered investment advisor. The firm supplies advisory services focused on financial planning, portfolio management, and wealth oversight. It serves a client base that includes individuals, institutions, and high-net-worth individuals. Public records disclose no specific asset classes, portfolio holdings, or geographic deployment beyond its Thomasville headquarters. No information on team size, additional offices, or recent operational events is available. The firm maintains a standard RIA structure with no disclosed succession details or hybrid vehicles.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Thomasville
Corporate office
Thomasville, United States
Frequently asked questions
Who runs investment decisions at Allen, Mooney & Barnes Investment Advisors?
No named principals or investment committee members are identified in available records.
What services does Allen, Mooney & Barnes Investment Advisors provide?
The firm offers financial planning, wealth management, and portfolio management to individuals, institutions, and high-net-worth clients.
Is Allen, Mooney & Barnes Investment Advisors structured as a family office?
Public descriptions classify it as a registered investment advisor and wealth manager, not a family office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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